全球半导体制造类EDA行业发展白皮书

Investment Rating - The report indicates a positive outlook for the semiconductor manufacturing EDA market, particularly in China, which is expected to grow at a higher rate than the global market due to geopolitical factors and emerging technologies [4][14]. Core Insights - The EDA industry is a critical foundation for the integrated circuit and global digital economy, with technological revolutions driving the semiconductor industry and EDA tools towards greater intelligence and efficiency [16][18]. - The semiconductor manufacturing EDA market is facing challenges due to the decoupling of the US and China, which has forced Chinese semiconductor manufacturers to rapidly develop independent technologies [4][26]. - The future development of the semiconductor manufacturing EDA market is expected to leverage digital twin technology and virtual foundries to optimize processes, reduce defect rates, and lower costs [5][49]. Summary by Sections Part 1: Global and Chinese Semiconductor Manufacturing Status and Key Issues - The global semiconductor market is projected to rebound with a recovery in downstream demand, with China's market growth expected to outpace the global average [13][15]. - The semiconductor industry faces significant challenges, including reliance on imported high-end equipment and materials, insufficient R&D investment, and a lack of core technologies [25][26]. Part 2: Global and Chinese Manufacturing EDA Market Development Status - The global semiconductor manufacturing EDA market reached approximately $18.1 billion in 2023, with a compound annual growth rate (CAGR) of 16.9% from 2019 to 2023, and is expected to grow to $33.7 billion by 2028 [45][54]. - The Chinese manufacturing EDA market is projected to reach 42.2 billion yuan by 2028, with a CAGR of 21.2%, driven by increasing domestic demand for semiconductors [49][50]. Part 3: Global and Chinese Virtual Foundry Development Status and Trends - The concept of virtual foundries is gaining traction as a means to simulate and optimize semiconductor manufacturing processes, which can enhance yield and reduce costs [5][26]. - The integration of digital twin technology within virtual foundries is expected to become a consensus for industry development, allowing manufacturers to conduct various simulations and optimizations [5][49].